A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 11,234 shares of SMMV stock, worth $457,448. This represents 0.42% of its overall portfolio holdings.

Number of Shares
11,234
Previous 16,841 33.29%
Holding current value
$457,448
Previous $698 Million 33.31%
% of portfolio
0.42%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

SELL
$40.38 - $42.65 $226,410 - $239,138
-5,607 Reduced 33.29%
11,234 $466 Million
Q4 2024

Jan 31, 2025

BUY
$40.26 - $44.35 $678,018 - $746,898
16,841 New
16,841 $698 Million

Others Institutions Holding SMMV

About ISHARES MSCI USA SMALL-CAP MIN


  • Ticker SMMV
  • Sector ETFs
  • Industry ETFs
More about SMMV
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